Decile Hub User Guide

Hey @Maria O Racho , You can add tags via a bulk action in the pipeline. Select multiple prospects via the checkboxes, and then click the 3 dot menu to show the option for tagging the selections. [image.png]

Hey @Maria O Racho , You can add tags via a bulk action in the pipeline. Select multiple prospects via the checkboxes, and then click the 3 dot menu to show the option for tagging the selections. [image.png]

What to do first 1. Properly conduct due diligence of the deal and develop your conviction.  2. Write a memo and submit the deal for a Deal Review, so our Deals team can take a look.  3. Sign the investment document (SAFE, Convertible n...

What to do first 1. Properly conduct due diligence of the deal and develop your conviction.  2. Write a memo and submit the deal for a Deal Review, so our Deals team can take a look.  3. Sign the investment document (SAFE, Convertible note, etc) and secure a double-signed copy.  4. Log the investment in Hub (see below).  5. Wire your investment. How to log an investment in Hub This video walks you through the steps below: https://www.youtube.com/watch?v=ThukkEeIpd0 1. Sign the investment documents. Obtain a double-signed copy. 2. Make sure the company exists in your DEALFLOW pipeline. 3. Move the company to IN PORTFOLIO (you may have a stage "Invested" or another title). 4. Open the company details. 5. Under FUNDING ROUNDS, add a funding round (or ensure that the current funding round is listed). 6. In the funding round you will invest in, select BROWSE FILE and attach your double-signed investment document. 7. Click SAVE FUNDING ROUND. 8. Make the wire. 9. You're done. Accounting will reconcile your wire with the company and documents you've added to Hub.

When you are ready to take a decision on an investment, it's a good time to create a deal memo.  Using Decile Hub to make a deal memo is a fast and easy process. Check out the video below to see how to do it. https://www.youtube.com/wa...

When you are ready to take a decision on an investment, it's a good time to create a deal memo.  Using Decile Hub to make a deal memo is a fast and easy process. Check out the video below to see how to do it. https://www.youtube.com/watch?v=umwByPuowXY Note that Deal Review is only available to Decile Partners clients. 

Before you add Deals, you may want to Organize your Deals pipeline - this streamlines your deal input. Let's look at 3 methods for getting Deals into Hub: 1. Importing Deals using the Decile Chrome plugin 2. Manually create a Deal 3. Us...

Before you add Deals, you may want to Organize your Deals pipeline - this streamlines your deal input. Let's look at 3 methods for getting Deals into Hub: 1. Importing Deals using the Decile Chrome plugin 2. Manually create a Deal 3. Use Zapier to automate deal input from another source Method 1: Import Deals with the Decile Chrome plugin Use the Decile Chrome plugin to automatically create a Deal based on information you've found online (for instance, on LinkedIn or on a company's page). Here's a 75-second walkthrough on how to import Deals with the Decile Chrome plugin. https://www.youtube.com/watch?v=H6zolk6Q8Gk Method 2: Add one Deal at a time. You can always simply click "Add Prospect" and put a deal into Hub. This video shows you how. Here's a 90-second walkthrough on how to add Deals into Decile Hub manually.  https://www.youtube.com/watch?v=I0B1evV6eQE Method 3: Use Zapier to automate deal input from another source Decile Hub works with Zapier. You can connect any data source like AirTable, HubSpot, or Google Sheets by defining a "trigger" action in those tools that will create your Deal in Hub. Check back soon for video guides on how to use Zapier to add Deals into Hub.

Before you start adding Deals to Hub, it's worth taking a moment to make sure your Deals pipeline is set up in a way that works for you and your workflow. Decile Hub has a LOT of features and options — because each manager wants to look...

Before you start adding Deals to Hub, it's worth taking a moment to make sure your Deals pipeline is set up in a way that works for you and your workflow. Decile Hub has a LOT of features and options — because each manager wants to look at different information in their dealflow funnel. But this means sometimes there's too much on your screen. The 90-second video below shows you how to set up your Deals pipeline in a way that works for you. https://www.youtube.com/watch?v=3XU8fdT5WDE